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Get Institutions for : 
Vanguard Telecom Services ETF (VOX)  
$129.24 3.74 (2.98%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 365    8
Total shares held : 
 16,920,726  
% of shares held : 
 62.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -2,248,131  
% of shares held change : 
   -8.34%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $105.81  
Last Quarter's Ending Price : 
 $117.72  
Last Quarter's Average Price : 
 $110.41  
Change from last quarter's     
avg. price to the last closing  : 
18.83 (17.05%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 292,167
 1.73%
 
Increased Positions :
109
 1,162,047
 6.87%
 
Unchanged Positions :
84
 446,625
 2.64%
 
Decreased Positions :
132
-3,534,575
-20.89%
 
Closed Positions :
32
-167,770
-0.99%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 522 - 2023-12-31 1,899,542 $223,622,000 -31,721
   WELLS FARGO & CO/MN 555 - 2023-12-31 601,450 $70,805,000 -93,849
   ENVESTNET ASSET MANAGEMENT INC 605 - 2023-12-31 438,328 $51,602,000 -652,011
   Empower Advisory Group LLC 119 - 2023-12-31 307,358 $36,184,000 -1,014
   ALTFEST L J & CO INC 7 - 2023-12-31 156,359 $18,407,000 -6,855
   Advisor Group Holdings Inc. 521 - 2023-12-31 149,823 $17,644,000 -313,259
   M&T BANK CORP 239 - 2023-12-31 142,901 $16,823,000 -3,794
   Full Sail Capital LLC 28 - 2023-12-31 137,919 $16,236,000 -75,755
   JANNEY MONTGOMERY SCOTT LLC 426 - 2023-12-31 109,047 $12,838,000 -5,683
   GOLDMAN SACHS GROUP INC/ 1945 - 2023-12-31 99,261 $11,685,000 -113,859
   FINANCIAL NETWORK 351 - 2023-12-31 83,284 $9,805,000 -72,851
   Invst LLC 26 - 2023-12-31 67,083 $8,519,000 -21,014
   Conservest Capital Advisors Inc. 18 - 2023-12-31 69,182 $8,144,000 -308
   RAYMOND JAMES & ASSOCIATES 1253 - 2023-12-31 66,268 $7,801,000 -3,863
   CALLAN CAPITAL, LLC 28 - 2023-12-31 63,761 $7,506,000 -863
   EXCHANGE CAPITAL MANAGEMENT INC 23 - 2024-03-31 52,866 $6,937,000 -514
   MASSMUTUAL TRUST CO FSB/ADV 104 - 2024-03-31 50,094 $6,573,000 -180
   Atria Wealth Solutions Inc. 276 - 2023-12-31 47,881 $5,637,000 -44,479
   Sharper & Granite LLC 14 - 2024-03-31 36,846 $4,888,000 -1,654
   PEAPACK GLADSTONE FINANCIAL CORP 213 - 2023-12-31 41,003 $4,826,000 -2,210
   PNC FINANCIAL SERVICES GROUP INC 664 - 2023-12-31 39,239 $4,619,000 -5,569
   Envestnet Portfolio Solutions Inc. 345 - 2023-12-31 38,811 $4,569,000 -44,323
   WAGNER CAPITAL MANAGEMENT CORP 56 - 2024-03-31 32,090 $4,211,000 -179
   ATRIA INVESTMENTS LLC 342 - 2023-12-31 35,681 $4,201,000 -40,450
   Royal Fund Management LLC 75 - 2024-03-31 30,055 $3,947,000 -1,397
   Axiom Financial Strategies LLC 15 - 2023-12-31 32,851 $3,867,000 -246
   Curran Financial Partners LLC 26 - 2023-12-31 29,813 $3,667,000 -1,507
   Greytown Advisors Inc. 13 - 2023-12-31 29,996 $3,531,000 -556
   NORTHSTAR ASSET MANAGEMENT LLC 31 - 2023-12-31 26,620 $3,134,000 -775
   PINNACLE ASSOCIATES LTD 312 - 2023-12-31 23,673 $2,787,000 -149
   PICTET ASSET MANAGEMENT SA 874 - 2023-06-30 24,415 $2,596,000 -19,835
   Oakmont Partners LLC 190 - 2023-12-31 21,966 $2,586,000 -64
   STAPP WEALTH MANAGEMENT PLLC 9 - 2024-03-31 19,069 $2,502,000 -91
   FIDUCIARY TRUST CO 225 - 2023-12-31 20,107 $2,367,000 -575
   Kinloch Capital LLC 38 - 2023-12-31 20,099 $2,366,000 -10,358
   FIRST FINANCIAL CORP /IN/ 14 - 2024-03-31 17,760 $2,330,000 -1,662
   INVESTMENT MANAGEMENT OF VIRGINIA LLC 73 - 2023-03-31 22,979 $2,221,000 -1,186
   COMERICA BANK 1114 - 2023-12-31 18,581 $2,187,000 -2,346
   Tranquilli Financial Advisor LLC 15 - 2023-12-31 18,424 $2,169,000 -32,267
   H D Vest Advisory Services 477 - 2023-12-31 18,414 $2,168,000 -13,641
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1205 - 2023-12-31 16,562 $1,950,000 -9,490
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 44 - 2024-03-31 14,774 $1,939,000 -6,592
   First National Bank 15 - 2024-03-31 13,941 $1,829,000 -110
   DORSEY & WHITNEY TRUST CO LLC 146 - 2023-12-31 15,232 $1,793,000 -500
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 45 - 2024-03-31 13,269 $1,741,000 -15,410
   Visionary Wealth Advisors 169 - 2023-12-31 14,372 $1,692,000 -1,037
   Bank of Marin 15 - 2023-12-31 14,238 $1,676,000 -1,059
   ACCESS FINANCIAL SERVICES INC. 32 - 2023-12-31 13,249 $1,560,000 -1,638
   Heritage Trust Co 110 - 2023-12-31 13,197 $1,554,000 -357
   Stratos Wealth Partners LTD. 508 - 2024-03-31 11,481 $1,507,000 -860
   Cetera Investment Advisers 907 - 2023-12-31 12,737 $1,499,000 -88,670
   FIRST NATIONAL CORP /MA/ /ADV 64 - 2024-03-31 12,202 $1,436,000 -35
   Steward Partners Investment Advisory LLC 603 - 2023-12-31 12,117 $1,426,000 -223
   Brandywine Oak Private Wealth LLC 73 - 2023-12-31 11,845 $1,394,000 -813
   HB Wealth Management LLC 280 - 2023-12-31 11,544 $1,359,000 -361
   Pictet Asset Management Holding SA 933 - 2023-12-31 11,315 $1,332,000 -2,610
   WOODWARD DIVERSIFIED CAPITAL LLC 25 - 2023-12-31 11,127 $1,310,000 -645
   SYON CAPITAL LLC 112 - 2023-12-31 11,130 $1,310,000 -566
   Spire Wealth Management 339 - 2023-12-31 9,241 $1,115,000 -140
   Private Advisor Group LLC 1061 - 2023-12-31 9,353 $1,101,000 -8,991
   CVA Family Office LLC 83 - 2024-03-31 8,276 $1,086,000 -256
   Dynamic Advisors Solutions LLC 427 - 2024-03-31 8,165 $1,071,000 -470
   MML INVESTORS SERVICES LLC 1333 - 2023-12-31 8,869 $1,044,000 -318
   Blackston Financial Advisory Group LLC 21 - 2023-12-31 8,778 $1,033,000 -650
   Parallel Advisors LLC 343 - 2023-12-31 8,001 $942,000 -23
   IHT Wealth Management LLC 406 - 2023-12-31 7,974 $939,000 -329
   TIAA FSB 339 - 2023-06-30 8,548 $909,000 -808
   MULTIFINANCIAL SECURITIES CORP 818 - 2023-12-31 7,661 $902,000 -8,498
   OPPENHEIMER & CO INC 747 - 2023-12-31 7,561 $890,000 -2,274
   Advisor Resource Council 63 - 2024-03-31 7,542 $888,000 -7,412
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 171 - 2023-12-31 7,400 $871,000 -167
   Gladstone Institutional Advisory LLC 312 - 2023-12-31 7,383 $869,000 -377
   Idaho Trust Bank 47 - 2023-12-31 7,240 $852,000 -4,255
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 7,192 $847,000 -358
   Robertson Stephens Wealth Management LLC 242 - 2023-12-31 6,846 $806,000 -35
   SAXON INTERESTS INC. 74 - 2024-03-31 6,090 $799,000 -303
   DAVIDSON D A & CO 781 - 2023-12-31 6,746 $794,000 -406
   Financial & Tax Architects LLC - 2023-12-31 6,516 $767,000 -1,031
   Bleakley Financial Group LLC - 2023-12-31 6,502 $765,000 -16,994
   Sawtooth Asset Management Inc. 526 - 2023-12-31 6,502 $765,000 -16,994
   NorthCrest Asset Manangement LLC 312 - 2024-03-31 5,741 $753,000 -439
   Harrison & Co Wealth Management LLC 58 - 2022-12-31 8,998 $740,000 -1,673
   CLS INVESTMENT FIRM LLC 861 - 2022-12-31 8,688 $715,000 -8
   MERCER GLOBAL ADVISORS INC /ADV 1132 - 2023-12-31 5,962 $702,000 -2,207
   TRIANGLE SECURITIES WEALTH MANAGEMENT 125 - 2024-03-31 5,238 $687,000 -495
   THRIVENT FINANCIAL FOR LUTHERANS 2017 - 2023-12-31 5,725 $674,000 -9
   Integrated Wealth Concepts LLC 894 - 2023-12-31 5,406 $636,000 -1,964
   Fifth Third Securities Inc. 181 - 2024-03-31 4,700 $617,000 -822
   Sentinus LLC 97 - 2023-06-30 5,452 $580,000 -19
   ADVISORY SERVICES NETWORK, LLC 854 - 2023-12-31 4,701 $553,000 -79
   APPLETON PARTNERS INC/MA 186 - 2024-03-31 3,753 $492,000 -575
   COLLECTIVE FAMILY OFFICE LLC 111 - 2024-03-31 3,735 $490,000 -175
   BANK OF NEW YORK MELLON CORP 3498 - 2023-12-31 4,156 $489,000 -1,448
   Cornerstone Wealth Management LLC 341 - 2024-03-31 3,518 $462,000 -50
   CITIGROUP INC 2622 - 2023-12-31 3,906 $460,000 -81
   MISSION WEALTH MANAGEMENT LLC 388 - 2023-12-31 3,618 $426,000 -857
   LEAVELL T & ASSOCIATES INC - 2023-12-31 3,605 $424,000 -167
   MODERA WEALTH MANAGEMENT, LLC 396 - 2023-12-31 3,590 $423,000 -4,466
   Gilbert & Cook Inc. 158 - 2023-12-31 3,547 $418,000 -68
   PARSEC FINANCIAL MANAGEMENT, INC. 223 - 2023-03-31 4,303 $416,000 -455
  100 Records found
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